Advanced Search

Use an advanced search to define criteria using almost any field associated with a particular type of record. Define the search criteria using search statements and logical operators. You can perform an advanced search on any page that displays an Advanced Search button.

Advantages of Advanced Search

Some application records have more fields than presented in a page's search section. Use advanced search to limit your search using most of the record fields and logical operators to group and prioritize search statements.

You can perform either a simple or an advanced search. You cannot combine the two methods for a single search.

Create New Advanced Search

If there are no saved searches that meet your needs, use the Advanced Search Criteria section to create a unique search.

1. From a page where the button appears, select Advanced Search.

2. Fill out the Advanced Search Criteria as needed. After you select a Grouping, press Tab if you need to enter a second line of criteria. Refer to the Fields and Descriptions.

3. Click OK to run the search.

Save Advanced Search

If you want to run the same search in the future, you can save the criteria to use later. You can make your search available to other users, or save it for only your use.

1. From a page where the button appears, select Advanced Search.

2. After you enter advanced search criteria, click Save.

3. Enter a unique Search Name.

4. Enter a Search Description with information about the search to indicate its purpose.

5. If you want the search to appear for other users, select Public Search. The default is the checkbox is cleared, and the search only appears for your login.

6. Click OK.

You cannot make a private saved search public. If you load a private saved search and select Public Search before you save it, with or without edits, you create a new saved public search. Consider deleting the private search if you no longer need it.

Load Existing Advanced Search

You can use advanced searches that you previously saved or that were saved as public by other users.

1. From a page where the button appears, select Advanced Search.

2. Click Load.

3. Select a search from the list, then click OK.

4. The saved criteria appears. 

   1. Click OK to run the search as it appears.

   2. Add or edit criteria if needed. If you change the search, you can click OK to run the search one time with your edited criteria, or click Save and follow the steps to save the new criteria.

5. If you selected an incorrect saved search:

   1. Click Load again and select the correct saved search.

   2. Click Back to exit Advanced Search.

Delete Advanced Search

If the Owner field on a saved search contains Yes, you have permission to delete the saved search.

1. From a page where the button appears, select Advanced Search.

2. Click Load.

3. Select the saved search, then click Delete.

4. Click Yes.

Fields and Descriptions

Search Information

The fields in this section are enabled for data entry after you enter criteria in Advanced Search Criteria and click Save.

Advanced Search Criteria

In the Advanced Search Criteria, enter and group statements to create the desired search results.

Field	Description
Area	Identifies available database tables for the page where you selected Advanced Search. The Area you select determines the items listed in the Item field.
Item	Identifies available database fields you can include in the search. Fields are associated with the Area you selected.
Operation	Select a search operator to use in combination with the field values you enter in the next field. The search operator determines how the system looks at the data in the field you selected as the Item. For example, if you want the system to retrieve records with values of 51, 52, 55, or 56 in the field you specified, you would select Is In (Comma Delimited) in the Operation field, then enter 51, 52, 55, 56 as the field value. The selections available in the Operation field depend on the data type of the field you selected in the Item list. Character Equals Not Equals Starts With Contains Does not Contain Ends With Is In (Comma Delimited) Is Not In (Comma Delimited) Less Than Less Than/Equal Greater Than Greater Than/Equal Between Is Missing Is Not Missing Numeric Decimal Equals Not Equals Less Than Less Than/Equal Greater Than Greater Than/Equal Between Is In (Comma Delimited) Is Not In (Comma Delimited) Is Missing Is Not Missing Date Equals Not Equals Before On or Before After On or After Between Is Missing Is Not Missing For descriptions of these search operators, refer to Search Terminology.
Field Value (unnamed)	Enter the values to use with the selected search operator when looking at the field you selected as the Item. The Item and Operation fields determine how you enter the Field Value. For example, if you select a date field in the Item list, you need to enter your field value in MM/DD/YYYY format. If you select Is In (Comma Delimited) in the Operation field, enter a series of values separated by commas. If you select Between in the Operation field, the field value displays two fields. In these fields, enter a minimum value first and then a maximum value. The system returns records containing a value within the range you defined, including records with either the minimum or maximum value. The (field value) is not accessible when you select the Is Missing or Is Not Missing operator.
Grouping (unnamed)	Logical operator that determines how the system relates this search statement to the next one. This field tells the system whether to group this search statement with the next one and how to process search statement groups when a new one is created. Choose one of the following options: And: Includes this search statement in a group with the next one. All statements are applied in the search and all conditions must be met for a record to be returned. Or: Includes this search statement in a group with the next one. Statements are applied in the search individually, and only one of the conditions must be met for a record to be returned. New - And: Ends one search statement group and begins a new one on the next line. A condition from the first set must be met and a condition from the second set must be met. New - Or: Ends one search statement group and begins a new one on the next line. A condition from the first set must be met or a condition from the second set must be met. End: The final statement in your search criteria. You cannot add statements after an End statement. After using New - And or New - Or, you must add at least one additional filter condition using And or Or prior to a condition using the End grouping. Otherwise the New - And is treated as And and New - Or is treated as Or.

Search Criteria Grouping Examples

The examples provided here are based on an advanced search from the Employee Information page. This assumes that you have such records in your reference tables and assigned to employees. They are for illustration only and contain the minimum number of lines. substitute 

The scenario is identifying a potential substitute music teacher.

Using And

When you want search results where all records have common elements that are not available in a simple search, you can set up an advanced search using the And grouping. Records are only returned if they meet all the criteria.

If you need the search to return records for employees with a specific assignment code who were hired for the current school year:

Using Or

When you want search results where records have at least one match from multiple criteria that are not available in a simple search, you can set up an advanced search using the Or grouping. Records are returned if they meet at least one of the criteria.

If you need the search to return records for employees with an assignment or certification in music:

Using New - And

Use the New - And grouping when you want to set up groups of criteria where at least one item in a group meets the criteria and at least one item in a second group meets the criteria. A group can consist of a single line.

In this example, the first criteria must be met, and one of the last two criteria must be met.

If you need the search to return records for employees who were hired for the current school year and have an assignment or certification in music:

Using New - Or

Use the New - Or grouping when you want to set up groups of criteria where at least one item in a group meets the criteria or at least one item in a second group meets the criteria. A group can consist of a single line.

In this example, either the first criteria must be met, or both of the last two criteria must be met.

If you need the search to return records for employees who have a current assignment in music or have been employed for at least five years and have a certification in music: